EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.18B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,097
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$22.2M
3
+$13.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.85M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.63M

Top Sells

1
+$16.3M
2
+$14.9M
3
+$8.04M
4
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$7.13M
5
AXP icon
American Express
AXP
+$6.81M

Sector Composition

1 Technology 16.54%
2 Healthcare 13.57%
3 Consumer Discretionary 13.47%
4 Financials 11.87%
5 Industrials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$103K ﹤0.01%
1,144
-73
527
$101K ﹤0.01%
2,000
528
$101K ﹤0.01%
+1,000
529
$99K ﹤0.01%
+1,270
530
$99K ﹤0.01%
2,000
-200
531
$98K ﹤0.01%
4,300
-1,000
532
$98K ﹤0.01%
2,808
-10,000
533
$96K ﹤0.01%
6,413
534
$95K ﹤0.01%
4,980
-7,406
535
$95K ﹤0.01%
+700
536
$94K ﹤0.01%
1,667
-53
537
$94K ﹤0.01%
+1,341
538
$93K ﹤0.01%
+2,465
539
$93K ﹤0.01%
1,950
+900
540
$93K ﹤0.01%
22,000
541
$92K ﹤0.01%
2,265
+300
542
$91K ﹤0.01%
1,200
-300
543
$91K ﹤0.01%
4,500
-850
544
$91K ﹤0.01%
+1,527
545
$91K ﹤0.01%
1,500
546
$90K ﹤0.01%
3,182
+1,929
547
$88K ﹤0.01%
+1,000
548
$88K ﹤0.01%
1,327
549
$88K ﹤0.01%
2,480
550
$87K ﹤0.01%
2,600
20 21
22
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